Under The Macroscope

Matthew Pearce and Jaimie Mackenzie of Skybound Capital speak to one of their real estate partners, Colin Young from Urban Growth about the viability and opportunity to be had in investing in Industrial Real Estate.

Matthew Pearce chats to Chief Investment Officer Theodore Shou about the impact that Artificial Intelligence has already had on the workplace and investment sectors, and then explores whether or not it has reached it's peak, or if it is only just getting started!

Matthew Pearce chats to structured lending expert Jaimie Mckenzie, who has many years worth of experience in the private banking sector before moving across to Skybound Capital. They chat about how the recent steep rises in the interest may well be great news for savers, but what does it mean for private debt?

Matthew Pearce chats to William Boshoff, Skybound Capitals Chief Information Security Officer, about the rise of ChatGPT, it's various use cases, and some things to look out for when using this service.

Matthew Pearce chats to World Cup winning ex-Springbok, and current director of Skybound Connect, Francois Louw about how he prepared himself financially for life after sport, and how he now does the same for his clients. Whether you are an athlete or not, the principles stay the same!

We talk to Skybound Capital's Chief Investment Officer Theodore Qi Shou, CFA, CAIA about the opening up of China, the impact on its citizens, and how it will affect the rest of the global economy.

Matthew Pearce talks to group Chief Strategist Jabir Sardharwalla about the impact of the Fed's 75 basis point interest rate hike. They dive into the political turmoil in the UK as well as the US midterm elections.

Matthew Pearce interviews one of Knife Capitals founders Keet Van Zyl, and discusses with him the ins and outs of South African venture capital.

Matthew Pearce chats to Lee Dalley and Peter Martin from Teybridge Capital about Private Capital and the Trade Finance Opportunity.

Matthew Pearce chats to Chief Strategist Jabir Sardharwalla and Research Analyst Ross Muller about the effects of on the macro level as a result of massive changes to the interest rates.

Towards the end, they also touch on the big news coming out of 10 Downing Street and what it may mean for the future.